DHK Financial Advisors, Inc.
Q2 2025 13F Holdings
- Locationportsmouth, NH
- Num holdings
87
- Value ($000)
$173,888
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001922962
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $34.70M | 20 % | 71,435 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $18.22M | 11 % | 25 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $15.72M | 9 % | 122,314 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $9.09M | 5 % | 29,804 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $6.68M | 4 % | 10,782 | ||
FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 33738D309 | $4.63M | 3 % | 100,979 | ||
VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | $3.95M | 2 % | 22,366 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $3.50M | 2 % | 42,738 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $3.03M | 2 % | 8,625 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $2.94M | 2 % | 43,738 |
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